Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.69 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 51629.84 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48430.78 Kr¶
PnL: ---------------------------------------> -656.79 Kr¶
DD now: ---------------------------------> -0.606 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 09:46:39.895635'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.000000 | 3380.400000 | 200.400000 | 6.300000 | 3180.000006 |
| HMS Networks | 2 | 0.000000 | 782.000000 | 109.000000 | 16.200000 | 673.000000 |
| Nordea Bank Abp | 29 | -0.160000 | 3529.300000 | 75.300000 | 2.180000 | 3453.999992 |
| SAAB B | 8 | 0.510000 | 3444.800000 | 67.800000 | 2.010000 | 3377.000000 |
| HEBA B | 70 | -1.030000 | 2695.000000 | 59.000000 | 2.240000 | 2636.000010 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Swedbank A | 3 | 2.340000 | 604.800000 | 40.800000 | 7.230000 | 564.000000 |
| Resurs Holding | 22 | 0.070000 | 609.400000 | 35.400000 | 6.170000 | 573.999998 |
| AcadeMedia | 12 | -0.890000 | 589.200000 | 32.200000 | 5.780000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.910000 | 379.600000 | 24.600000 | 6.930000 | 355.000000 |
| OEM International B | 7 | -0.260000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Intrum | 4 | 0.480000 | 542.000000 | 15.000000 | 2.850000 | 527.000000 |
| Norva24 Group | 16 | 0.000000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Eastnine | 4 | -0.630000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Karnov Group | 9 | 0.170000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Securitas B | 6 | -0.730000 | 574.920000 | 4.920000 | 0.860000 | 570.000000 |
| Creaspac SPAC | 6 | 0.000000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.370000 | 562.800000 | 0.800000 | 0.140000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.100000 | 246.480000 | 0.480000 | 0.200000 | 246.000000 |
| Handelsbanken A | 5 | 0.320000 | 545.000000 | -1.000000 | -0.180000 | 546.000000 |
| Coor Service Management Hold. | 8 | -0.380000 | 529.200000 | -2.800000 | -0.530000 | 532.000000 |
| Corem Property Group B | 59 | -1.270000 | 574.070000 | -2.930000 | -0.510000 | 576.999999 |
| Midsona B | 63 | -3.390000 | 575.190000 | -7.810000 | -1.340000 | 582.999984 |
| Boozt | 12 | 0.000000 | 1645.200000 | -8.800000 | -0.530000 | 1653.999996 |
| Essity B | 2 | -0.220000 | 548.800000 | -25.200000 | -4.390000 | 574.000000 |
| CTEK | 13 | -1.440000 | 499.200000 | -34.800000 | -6.520000 | 533.999999 |
| Fasadgruppen Group | 38 | -0.180000 | 4104.000000 | -37.000000 | -0.890000 | 4140.999992 |
| Sampo Oyj SDB | 7 | -0.550000 | 3811.500000 | -38.500000 | -1.000000 | 3850.000000 |
| International Petroleum Corp. | 5 | -2.630000 | 555.500000 | -39.070000 | -6.570000 | 594.565215 |
| Essity A | 4 | 0.000000 | 1108.000000 | -41.000000 | -3.570000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 567.720000 | -45.280000 | -7.390000 | 612.999432 |
| Beijer Electronics Group | 27 | -1.240000 | 3002.400000 | -81.600000 | -2.650000 | 3083.999994 |
| OX2 | 22 | -0.120000 | 1779.800000 | -209.200000 | -10.520000 | 1989.000002 |
| Axfood | 15 | 0.480000 | 4065.000000 | -235.000000 | -5.470000 | 4300.000005 |
| Ovzon | 64 | -1.670000 | 3398.400000 | -597.600000 | -14.950000 | 3996.000000 |
| TOTAL | 48439.780000 | -647.790000 | -0.58821% | 49087.564636 |
Updated:¶
'2023-01-31 09:46:06.506676'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
